CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Core Wealth Advisors, Inc.'s Holding History (CIK: 0001770532)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,191 Value ($000) $2,974 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,219 Value ($000) $2,490 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 5,355 Value ($000) $2,079 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 7,333 Value ($000) $2,418 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 8,239 Value ($000) $2,989 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 8,332 Value ($000) $3,259 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 8,327 Value ($000) $2,774 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 8,801 Value ($000) $3,225 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 9,529 Value ($000) $2,817 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 9,634 Value ($000) $2,630 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 9,612 Value ($000) $2,365 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 9,207 Value ($000) $2,107 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 8,098 Value ($000) $1,940 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 7,693 Value ($000) $1,262 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 6,775 Value ($000) $1,211 Avg Close $197.29 Range $164.98 - $221.91
Q4 2021
Shares 300 Value ($000) $62 Avg Close $186.69 Range $173.30 - $200.95
Q2 2021
Shares 5,028 Value ($000) $1,094 Avg Close $211.85 Range $188.71 - $226.53